Institutional Ownership Mastercard Inc (MA)
This table provides information about the institutional ownership of Mastercard Inc (MA). We have compiled data on the 3,640 institutions that hold shares in the stock, with a total of 782 Million shares, which have been reported (via 13F filing form) to have a value of $442 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
Jan 29, 2025 Q4 2024 |
2,262
shares
|
$1.28 Million
0.12% of portfolio
|
Q3 2024
Added 0.44%
|
|
|
Pax Financial Group, LLC
San Antonio, TX |
Feb 12, 2025 Q4 2024 |
2,262
shares
|
$1.28 Million
0.23% of portfolio
|
Q4 2024
Added 0.09%
|
|
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
Jan 27, 2025 Q4 2024 |
2,260
shares
|
$1.28 Million
0.13% of portfolio
|
Q4 2024
Reduced 1.65%
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
2,253
shares
|
$1.27 Million
0.07% of portfolio
|
Q4 2022
Reduced 2.21%
|
|
|
Richard W. Paul & Associates, LLC
Novi, MI |
Feb 05, 2025 Q4 2024 |
2,245
shares
|
$1.27 Million
0.43% of portfolio
|
Q4 2024
Added 0.85%
|
|
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
Nov 14, 2024 Q3 2024 |
2,244
shares
|
$1.27 Million
0.15% of portfolio
|
Q3 2024
Added 0.04%
|
|
|
Virtue Capital Management, LLC
Brentwood, TN |
Nov 18, 2024 Q3 2024 |
2,241
shares
|
$1.27 Million
0.23% of portfolio
|
Q3 2024
Reduced 4.43%
|
|
|
Larson Financial Group LLC
|
Feb 07, 2025 Q4 2024 |
2,240
shares
|
$1.26 Million
0.06% of portfolio
|
Q4 2024
Added 1.13%
|
|
|
Kc Investment Advisors, LLC
Wichita, KS |
Feb 06, 2025 Q4 2024 |
2,240
shares
|
$1.26 Million
0.5% of portfolio
|
Q4 2024
Reduced 1.37%
|
|
|
Ambassador Advisors, LLC
Lancaster, PA |
Nov 14, 2024 Q3 2024 |
2,235
shares
|
$1.26 Million
0.19% of portfolio
|
Q3 2024
Reduced 12.18%
|
|
|
Jericho Financial, LLP
Westerville, OH |
Jan 27, 2025 Q4 2024 |
2,234
shares
|
$1.26 Million
0.85% of portfolio
|
Q4 2024
New holding
|
|
|
Evanson Asset Management, LLC
|
Jan 16, 2025 Q4 2024 |
2,229
shares
|
$1.26 Million
0.09% of portfolio
|
Q4 2024
Reduced 9.61%
|
|
|
Onefund, LLC
Saint Petersburg, FL |
Feb 05, 2025 Q4 2024 |
2,229
shares
|
$1.26 Million
1.13% of portfolio
|
Q4 2024
Added 2.91%
|
|
|
Lee Financial CO
Dallas, TX |
Jan 30, 2025 Q4 2024 |
2,227
shares
|
$1.26 Million
0.17% of portfolio
|
Q3 2024
Added 2.16%
|
|
|
Field & Main Bank
|
Jan 23, 2025 Q4 2024 |
2,220
shares
|
$1.25 Million
0.42% of portfolio
|
Q4 2024
Reduced 0.67%
|
|
|
Capital Planning Advisors, LLC
Sacramento, CA |
Jan 17, 2025 Q4 2024 |
2,220
shares
|
$1.25 Million
0.19% of portfolio
|
Q4 2024
Added 0.23%
|
|
|
Chung Wu Investment Group, LLC
Sugar Land, TX |
Feb 06, 2025 Q4 2024 |
2,220
shares
|
$1.25 Million
1.18% of portfolio
|
Q4 2024
New holding
|
|
|
Lcnb Corp
Lebanon, OH |
Feb 11, 2025 Q4 2024 |
2,217
shares
|
$1.25 Million
0.43% of portfolio
|
Q4 2024
Added 1.05%
|
|
|
Asb Consultores, LLC
Aventura, FL |
Oct 30, 2024 Q3 2024 |
2,216
shares
|
$1.25 Million
0.44% of portfolio
|
Q3 2024
Added 15.9%
|
|
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
Jan 30, 2025 Q4 2024 |
2,211
shares
|
$1.25 Million
0.26% of portfolio
|
Q4 2024
Reduced 50.19%
|
|
|
Sovran Advisors, LLC
San Diego, CA |
Jan 29, 2025 Q4 2024 |
2,211
shares
|
$1.25 Million
0.16% of portfolio
|
Q4 2024
New holding
|
|
|
Seascape Capital Management
Portsmouth, NH |
Jan 30, 2025 Q4 2024 |
2,205
shares
|
$1.24 Million
0.4% of portfolio
|
Q4 2024
Reduced 4.46%
|
|
|
First Purpose Wealth LLC
|
Apr 22, 2024 Q1 2024 |
2,200
shares
|
$1.24 Million
0.39% of portfolio
|
Q1 2024
Reduced 1.39%
|
|
|
Sp Asset Management LLC
Cupertino, CA |
Feb 06, 2025 Q4 2024 |
2,197
shares
|
$1.24 Million
0.1% of portfolio
|
Q4 2024
Added 0.14%
|
|
|
Sandbox Financial Partners, LLC
Bethesda, MD |
Jan 15, 2025 Q4 2024 |
2,194
shares
|
$1.24 Million
0.4% of portfolio
|
Q4 2024
Added 0.41%
|